ANGELA M. HELBIG, cfa, CMT

Founding Principal, Chief Investment Officer

a seasoned Client service team

Portia h. wells, cfp, CTFA

Director of Client Development, Family Wealth Advisor

dedicated in house operations team

Over 20 years of investment experience
Twelve years at SunTrust Personal Asset Management as Managed Equities Director
Extensive experience in managing equities, bonds, REITs, MLPs, preferred stocks, and commodities
Responsible for management of The 576 Income Fund equity portfolio & for construction and management of all HMS investment portfolios


dustin J. najar

Director of Options Trading

kimberly wallace

Operations Manager

Philip P. thomas

Director of Client Development, Marketing

jeff a. brisendine

Chief Operating Officer, Compliance Manager

Over 20 years of banking experience
Started his career at Bank One & Fifth Third Bank
Extensive experience in options trading at Merrill Lynch
Actively managed options writing strategy for a private family office
Responsible for options overlay strategies

a proven INVESTMENT team

george b. stadler, CFA

Founding Principal

Over 15 years of client service experience
Responsible for administrative & financial record keeping 

Over 25 years of investment experience

One of the first female managers for Tennessee Consolidated Retirement System

Senior Portfolio Manager at SunTrust Private Asset Management working with clients with $25MM or more in assets

Extensive experience in technology, capital goods, and healthcare sectors

Responsible for market strategy, portfolio risk controls, & services institutional accounts

Over 20 years of  firm management experience
Extensive experience in risk management and oversight
Responsible for day to day operations of the firm and risk management of the firm

Over 20 years of experience as a corporate trust officer working with revocable and irrevocable trusts, family foundations, individuals and institutions
Spent seven years as Senior Trust Advisor at U.S. Trust, Bank of America serving four states
Services family offices, foundations and high net worth individuals


dana mOORE Brisendine, cfa

Founding Principal, President,Chief Investment Strategist

Over 35 years of investment experience
Distinguished tenure at the endowment fund for Vanderbilt University and as Regional Director for SunTrust Personal Asset Management
Serves as Chairman of the Investment Advisory Council for Tennessee Consolidated Retirement System,  Investment Committee for Trevecca Nazarene University, EBS Foundation, and HMS Capital Management Charitable Foundation
Responsible for economic and equity analysis, services institutional accounts

allison king

Executive Assistant

Over 20 years experience in financial service operations and compliance

Extensive experience with non-profit organizations

Licensed and ordained minister, actively pastoring in Nashville since 1998
Responsible for back office client service for high net worth individuals


Over 30 years of fixed income investment experience
Prior to joining the firm he was First Vice President with Robert W. Baird & Company
Responsible for marketing and client service for high net worth individuals